Eton Solutions vs FA Solutions Comparison

You are looking for alternatives to Eton Solutions. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys
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Eton Solutions

Category
Consolidated Reporting

USA-based Eton Solution's platform AtlasFive, leverages technology and processes for efficient transaction processing, data collection and reporting. Powered by risk-mitigating workflows and A.I, Atlas Five solves one of the most common industry challenges: inefficiency and a lack of timely and accurate data.

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FASolutions, family office software, portfolio management software, consolidated reporting software

FA Solutions

Category
Portfolio Management

Developed in Finland, FA Solutions is a cloud-based software platform with a modularized approach to various functions from accounting, consolidated reporting, risk management to Impact / ESG reporting. The scalable platform allows clients to select the features they need immediately, but with the functional coverage they need to grow as their businesses do

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Company
Employees

  • 100–500
Revenue

  • $5–10 million
Founded

  • 2015
Ownership

  • Owned by management
  • Key staff also have ownership
  • Clients are also owners
  • External investors (neither clients nor staff)
Incorporated

  • United States of America
Locations

  • Chapel Hill
  • Bangalore
Top 5 Markets

  • Canada
  • United States of America
Total AUM

  • $400 billion+
Avg. AUM per client

  • $1–20 billion

50-100


-


1999


  • Owned by management
  • Key staff also have ownership

Finland


  • London
  • Helsinki
  • Stockholm
  • Riga

  • Norway
  • Singapore
  • Switzerland
  • United Arab Emirates
  • United Kingdom

$+100B


$500M-5B

Client
Focus

  • Single-family offices
Serves also

  • Multi-family offices
  • Financial advisors
  • Trust companies
Number

  • 26

Multi-Family Offices


  • Single-Family Offices
  • Fund managers
  • Financial advisors
  • Banks

70

Product
Main tasks

  • Accounting
  • Consolidated reporting
  • CRM
  • Governance
  • Compliance
  • Portfolio management
  • Data aggregation
  • Risk management
Top features

  • CRM
  • Document management
  • General ledger data
  • Aggregation
  • Partnership and trust accounting
  • A/P – payments processing
  • Consolidated reporting
  • Portfolio management
  • Client portal
  • Risk management
Assets supported

  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
Compliance

  • GDPR
  • SOC 2 certified, and adheres to ISO27001, NY DFS, CSA STAR, FED RAMP, GDPR and CCPA standards
Whitelabel

  • Yes

  • Accounting
  • Consolidated Reporting
  • CRM
  • Governance
  • Compliance (e.g. AML, KYC, regulatory reporting)
  • Portfolio Management
  • Trading (orders only)
  • Data Aggregation
  • Risk Management
  • Impact/ESG Reporting

  • Portfolio & Trade order management
  • Analytics
  • Compliance
  • Corporate actions
  • Fee management
  • Reconciliation
  • FA Client Front
  • Reporting
  • Accounting
  • Client Management

  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)

  • MiFID II
  • GDPR
  • AIFMD
  • UCITS

Yes

Technology
Type Of Software

  • SaaS
Security

  • Azure world class security infrastructure and security monitoring operations
  • Fort Knox Cyber Security
  • Customer supplied encryption keys (CSEK)
  • Native Azure AD integration
  • Identity federation, single sign-on and multi-factor authentication
  • Real time security incident and event management
Ecosystem

  • Microsoft
Integrations

  • Incoming bank feeds from many custodians and banks
  • Electronic Funds Transfer, WIRE/SWIFT, account transfer and bill pay with multiple banks
  • Integration with market data sources like Refinitiv APIs
Mobile App

  • Yes

SaaS


  • Layers approach
  • Two-factor authentication ISO Certified hosting partners
  • SSL encryption
  • 3rd party annual penetration test audit trail

  • Microsoft
  • Google
  • Java

  • MS Office
  • M2 wealth
  • Various custody connections
  • Bloomberg
  • MorningStar
  • Nasdaq
  • Calastone
  • Azure

Yes

Simple solutions for complex times.